Investment Platform

Deal Platform Features

The most advanced deal sharing and collaboration platform available.

FREE ACCOUNT PROFILE

Create and build-out your own individual or company account profile, providing descriptions of yourself and your business. Account profiles can include profile images and/or company logos. Your information remains private to other members of the network. Sync your profile with Linkedin.

FREE DEAL LISTING

Freely post both buy and sell-side mandates with our advanced deal publishing tools. Include detailed information for your mandates including industry, location, revenue and profitability. Collaborate and promote to other community member buyers and investors looking for deals like yours. Receive status updates as interested investors view and respond to your listing. Track all your listing views and interest via your online account.

DEAL CRM

Our system includes full CRM tools and functionality, including the ability to update and build your own database of buyers, sellers, investors and deal makers. Sync your deal CRM directly with SalesForce or other systems for high-powered, timely access to your customer information.

MARKETING AUTOMATION

Deal makers can tie their custom deal CRM directly with automated outreach, responses, email sequencing and other marketing automation tools unavailable through other deal portals. Track outreach clicks, views and open rates from a beautiful graphical interface. Investment bankers and investors alike will find great benefit from using automated tools in their deal origination and closure techniques. All email and marketing automation outreach is archived for full compliance with FINRA.

VIRTUAL DATA ROOM

Our customized Virtual Data Room service is included in both investor and intermediary accounts. The VDR service has all the features of the leading solutions, including secure access, role-based privileges, viewer tracking, real-time analytics, mobile access and automated responses tied to specific events. Included as a white-label option.

FULLY COMPLIANT

All communication & data, including email, chat and any interaction occurring on both the InvestmentBank.com main portal as well as syndicate white label portals is tracked according with the latest backup and archiving, per SRO compliance. All archiving is performed securely on the Microsoft Azure Cloud.

ADVANCED ANALYTICS

A full analytics dashboard provides users with access to critical data in a timely fashion. Track everything from outbound marketing efforts to deal listing response rates using simple graphics tied to a smart backend. Pick and choose the data gadgets that are important to your internal metrics. The data dashboard is crucial in improving deal speed and outcomes and is available to reps on both the buy and sell-side.

With each client engagement we maintain rigorous and disciplined adherence to pre-determined end goals, delivering expert results throughout a vague, fragmented and difficult process.